Introducing the Quarterly What’s Next Digest
Introducing the Quarterly What’s Next Digest: Each quarter, Strategy Catalyst will equip health system strategy leaders with key insights on where capital is flowing, which disruptors are proving viable competitors, which policy moves demand a strategic response, and which technologies have moved from hype to reality. The predictions are organized around four CORE pillars that together map the forces reshaping U.S. healthcare and the strategic choices they demand of health system leadership.
Capital & Ownership: The ownership shifts, vertical and horizontal integration plays, and the flow of investments.
Outsiders & Disruptors: The non-traditional entrants, retail pivots, and tech-native players redefining what health systems are competing against.
Regulations & Rules of the Game: The federal policy moves, court decisions, and payment model shifts that will compress or create margin in the quarters ahead.
Enablement Layer: The technology infrastructure moving from pilot to operational imperative across health systems.
Under each prediction, the “market consensus” reflects what most broadly agree is happening. “Our call” builds on that baseline to offer a sharper, more directional perspective, including where we believe the market is underestimating speed, scale, or second-order implications. If we get 100% of these right, that means we're playing it too safe. Our goal is to get ~70% of them right but that 100% of these predictions force you to have hard conversations that will set you up for success, no matter what the future brings.